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ShoreHaven Wealth Partners’s UnitedHealth UNH Stock Holding History

ShoreHaven Wealth Partners’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-267
Closed -$93K – 300
2020
Q4 		$93K Buy
+267
New +$89.5K 0.05% 81

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ShoreHaven Wealth Partners's UNH Position: Q1 2021 in Review

ShoreHaven Wealth Partners sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 267 shares — an estimated $93K sold.

ShoreHaven Wealth Partners first reported a position in UNH in Q4 2020 and held it in 1 quarter. The position peaked at $93K in Q4 2020. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

  • ShoreHaven Wealth Partners reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 267 UnitedHealth shares in Q1 2021, an estimated $93K.
  • ShoreHaven Wealth Partners first reported a position in UnitedHealth in Q4 2020 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's UnitedHealth position peaked at $93K in Q4 2020.
  • 2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.